AMD changes
Pick any two versions below to diff them.
- Price
- $449.04 → $552.90(+23.1%)
- Discount category
- Below intrinsic value → Close to intrinsic value
- Recent events
- Nov 3, 2026: AMD reported Q3 2026 results. Revenue grew 45% to a record $13.4 billion, and Data Center revenue grew 97% to $8.5 billion on Instinct MI450 and EPYC sales. Gaming revenue fell 40%. GAAP EPS was $1.46, after a $1.1 billion non-cash charge for the change in fair value of customer warrants, and non-GAAP EPS was $2.09. AMD guided Q4 2026 revenue to about $17 billion, plus or minus 3%, with a non-GAAP gross margin of about 55%. added: Oct 27, 2026: AMD said that its Helios rack-scale systems now run at Meta, and that EPYC processors power Meta's Muse AI agent. Sep 26, 2026: AMD agreed to buy World Labs, a model research company, for about $8.2 billion, to be paid in AMD shares. In August 2026, it agreed to buy Taalas, a maker of inference chips, in a cash and stock deal valued at about $2.9 billion, including up to about $1.4 billion of contingent payments. AMD expects both deals to close in Q4 2026. Aug 13, 2026: AMD sold $4.75 billion of senior notes due 2029, 2031, 2033 and 2036. Aug 4, 2026: AMD reported Q2 2026 results. Revenue was $11.5 billion, and Data Center revenue grew 107% to $6.7 billion. GAAP EPS was $1.38 and non-GAAP EPS was $1.66. May 13, 2026: AMD signed a new five-year $5.0 billion revolving credit facility to replace its $3.0 billion facility. May 5, 2026: AMD reported Q1 2026 results. Revenue was $10.3 billion, and Data Center revenue grew 57% to $5.8 billion. Non-GAAP EPS was $1.37. Feb 23, 2026: AMD issued Meta a warrant for up to 160 million AMD shares at $0.01 per share. Meta committed to buy one gigawatt of Instinct GPUs. The warrant vests in steps up to six gigawatts of purchases, and the last step needs an AMD stock price of $600. Feb 3, 2026: AMD reported 2025 results. Revenue grew to a record $34.6 billion, GAAP EPS was $2.65 and non-GAAP EPS was $4.17.